CUSIP 14020U100
CAPITAL GROUP CONSERVATIVE E
143 institutions · $1.12B total · 36,280,342 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 9,928,478 | $302.7M | 27.36% | 2025-12-31 |
| 2 | LPL Financial LLC | 3,942,987 | $120.2M | 10.86% | 2025-12-31 |
| 3 | Capital Group Private Client Services, Inc. | 3,732,528 | $113.8M | 10.28% | 2025-12-31 |
| 4 | RAYMOND JAMES FINANCIAL INC | 2,680,877 | $81.7M | 7.38% | 2025-12-31 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,798,458 | $54.8M | 4.95% | 2025-12-31 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 680,465 | $53.0M | 1.87% | 2025-12-31 |
| 7 | STIFEL FINANCIAL CORP | 937,867 | $28.6M | 2.58% | 2025-12-31 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 828,462 | $25.7M | 2.28% | 2025-12-31 |
| 9 | Cetera Investment Advisers | 792,326 | $24.2M | 2.18% | 2025-12-31 |
| 10 | Tribridge Partners Financial LLC | 757,961 | $23.1M | 2.08% | 2025-12-31 |
| 11 | Envision Financial Planning, LLC | 604,129 | $18.4M | 1.66% | 2025-12-31 |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 570,040 | $17.4M | 1.57% | 2025-12-31 |
| 13 | ST GERMAIN D J CO INC | 383,222 | $11.7M | 1.05% | 2025-12-31 |
| 14 | JONES FINANCIAL COMPANIES LLLP | 381,068 | $11.6M | 1.05% | 2025-12-31 |
| 15 | WELLS FARGO & COMPANY/MN | 337,099 | $10.3M | 0.92% | 2025-12-31 |
| 16 | MML INVESTORS SERVICES, LLC | 321,053 | $9.8M | 0.88% | 2025-12-31 |
| 17 | Clearstead Trust, LLC | 306,094 | $9.3M | 0.84% | 2025-12-31 |
| 18 | Carson Advisory Inc. | 283,201 | $8.6M | 0.78% | 2025-12-31 |
| 19 | RM Financial Services, LLC | 281,935 | $8.6M | 0.77% | 2025-12-31 |
| 20 | Confluence Wealth Services, Inc. | 267,062 | $8.1M | 0.73% | 2025-12-31 |
| 21 | Evernest Financial Advisors, LLC | 249,878 | $7.9M | 0.68% | 2025-12-31 |
| 22 | Troutman Wealth Management, LLC | 246,257 | $7.5M | 0.67% | 2025-12-31 |
| 23 | Atria Wealth Solutions, Inc. | 255,585 | $7.3M | 0.70% | 2025-06-30 |
| 24 | TRUIST FINANCIAL CORP | 240,492 | $7.3M | 0.66% | 2025-12-31 |
| 25 | Valmark Advisers, Inc. | 233,971 | $7.1M | 0.64% | 2025-12-31 |
| 26 | &PARTNERS | 214,096 | $6.9M | 0.59% | 2025-12-31 |
| 27 | Steward Partners Investment Advisory, LLC | 216,128 | $6.6M | 0.59% | 2025-12-31 |
| 28 | OSAIC HOLDINGS, INC. | 202,930 | $6.2M | 0.55% | 2025-12-31 |
| 29 | FINANCIAL MANAGEMENT NETWORK INC | 196,025 | $6.0M | 0.54% | 2025-12-31 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 186,717 | $5.7M | 0.51% | 2025-12-31 |
| 31 | Baird Financial Group, Inc. | 178,350 | $5.4M | 0.49% | 2025-12-31 |
| 32 | GREAT VALLEY ADVISOR GROUP, INC. | 163,781 | $5.0M | 0.45% | 2025-12-31 |
| 33 | OLD MISSION CAPITAL LLC | 158,463 | $4.8M | 0.43% | 2025-12-31 |
| 34 | Royal Bank of Canada | 146,701 | $4.5M | 0.40% | 2025-12-31 |
| 35 | Vestmark Advisory Solutions, Inc. | 145,608 | $4.4M | 0.40% | 2025-12-31 |
| 36 | Midwest Heritage Bank, FSB | 143,212 | $4.4M | 0.39% | 2025-12-31 |
| 37 | BANK OF AMERICA CORP /DE/ | 134,589 | $4.1M | 0.37% | 2025-12-31 |
| 38 | Apollon Wealth Management, LLC | 118,180 | $3.6M | 0.32% | 2025-12-31 |
| 39 | REGATTA CAPITAL GROUP, LLC | 111,520 | $3.4M | 0.30% | 2025-12-31 |
| 40 | CITADEL ADVISORS LLC | 107,351 | $3.3M | 0.29% | 2025-12-31 |
| 41 | CAPTRUST FINANCIAL ADVISORS | 85,889 | $2.6M | 0.23% | 2025-12-31 |
| 42 | Bulwark Capital Corp | 84,822 | $2.6M | 0.23% | 2025-12-31 |
| 43 | GTS SECURITIES LLC | 81,211 | $2.5M | 0.22% | 2025-12-31 |
| 44 | MIZUHO SECURITIES USA LLC | 80,000 | $2.4M | 0.22% | 2025-09-30 |
| 45 | FOUNDERS FINANCIAL SECURITIES LLC | 74,459 | $2.3M | 0.20% | 2025-12-31 |
| 46 | Hartmann Taylor Wealth Management, LLC | 65,984 | $2.0M | 0.18% | 2025-12-31 |
| 47 | ASSETMARK, INC | 62,866 | $1.9M | 0.17% | 2025-12-31 |
| 48 | Private Advisor Group, LLC | 61,276 | $1.9M | 0.16% | 2025-12-31 |
| 49 | JANE STREET GROUP, LLC | 60,771 | $1.8M | 0.16% | 2025-09-30 |
| 50 | Pines Wealth Management, LLC | 59,145 | $1.8M | 0.16% | 2025-12-31 |
| 51 | DMKC Advisory Services, LLC | 58,725 | $1.8M | 0.16% | 2025-12-31 |
| 52 | Meridian Wealth Management, LLC | 57,679 | $1.8M | 0.15% | 2025-12-31 |
| 53 | Brookstone Capital Management | 55,398 | $1.7M | 0.15% | 2025-12-31 |
| 54 | CWS Financial Advisors, LLC | 55,349 | $1.7M | 0.15% | 2025-12-31 |
| 55 | Golden State Wealth Management, LLC | 55,296 | $1.7M | 0.15% | 2025-12-31 |
| 56 | HARBOUR INVESTMENTS, INC. | 50,153 | $1.5M | 0.13% | 2025-12-31 |
| 57 | Canandaigua National Trust Co of Florida | 47,725 | $1.5M | 0.13% | 2025-12-31 |
| 58 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 54,124 | $1.4M | 0.14% | 2024-12-31 |
| 59 | Kestra Advisory Services, LLC | 46,077 | $1.4M | 0.12% | 2025-12-31 |
| 60 | Orion Porfolio Solutions, LLC | 43,633 | $1.3M | 0.12% | 2025-12-31 |
| 61 | CGN Advisors LLC | 43,427 | $1.3M | 0.11% | 2025-12-31 |
| 62 | BENJAMIN EDWARDS INC | 38,156 | $1.2M | 0.10% | 2025-12-31 |
| 63 | AdvisorNet Financial, Inc | 37,141 | $1.1M | 0.10% | 2025-12-31 |
| 64 | Envestnet Portfolio Solutions, Inc. | 36,377 | $1.1M | 0.10% | 2025-12-31 |
| 65 | PRINCIPAL SECURITIES, INC. | 35,679 | $1.1M | 0.09% | 2025-12-31 |
| 66 | Kingsview Wealth Management, LLC | 35,493 | $1.1M | 0.09% | 2025-12-31 |
| 67 | Trademark Financial Management, LLC | 34,314 | $1.0M | 0.09% | 2025-12-31 |
| 68 | Integrated Wealth Concepts LLC | 30,956 | $943.8K | 0.08% | 2025-12-31 |
| 69 | Cullen/Frost Bankers, Inc. | 30,486 | $929.5K | 0.08% | 2025-12-31 |
| 70 | HighTower Advisors, LLC | 29,474 | $898.7K | 0.08% | 2025-12-31 |
| 71 | Sigma Planning Corp | 28,928 | $882.0K | 0.07% | 2025-12-31 |
| 72 | Continuum Advisory, LLC | 26,566 | $810.0K | 0.07% | 2025-12-31 |
| 73 | Advisory Services Network, LLC | 24,870 | $748.8K | 0.06% | 2025-09-30 |
| 74 | D.A. DAVIDSON & CO. | 22,295 | $679.8K | 0.06% | 2025-12-31 |
| 75 | Western Wealth Management, LLC | 21,760 | $663.5K | 0.05% | 2025-12-31 |
| 76 | Main Line Retirement Advisors, LLC | 19,873 | $605.9K | 0.05% | 2025-12-31 |
| 77 | Regal Investment Advisors LLC | 19,540 | $595.8K | 0.05% | 2025-12-31 |
| 78 | BlueChip Wealth Advisors LLC | 19,254 | $587.1K | 0.05% | 2025-12-31 |
| 79 | Synergy Investment Management, LLC | 18,975 | $578.5K | 0.05% | 2025-12-31 |
| 80 | Stratos Wealth Partners, LTD. | 18,874 | $575.5K | 0.05% | 2025-12-31 |
| 81 | A&I FINANCIAL SERVICES, LLC | 18,757 | $571.9K | 0.05% | 2025-12-31 |
| 82 | KWB Wealth | 17,329 | $528.4K | 0.04% | 2025-12-31 |
| 83 | Gateway Wealth Partners, LLC | 15,979 | $487.2K | 0.04% | 2025-12-31 |
| 84 | Perennial Investment Advisors, LLC | 15,840 | $483.0K | 0.04% | 2025-12-31 |
| 85 | Cyndeo Wealth Partners, LLC | 15,792 | $481.5K | 0.04% | 2025-12-31 |
| 86 | M.E. ALLISON & CO., INC. | 14,260 | $434.8K | 0.03% | 2025-12-31 |
| 87 | Lodestone Wealth Management LLC | 12,829 | $391.1K | 0.03% | 2025-12-31 |
| 88 | Equitable Holdings, Inc. | 12,624 | $384.9K | 0.03% | 2025-12-31 |
| 89 | AQR CAPITAL MANAGEMENT LLC | 12,603 | $384.3K | 0.03% | 2025-12-31 |
| 90 | Mariner, LLC | 10,832 | $330.3K | 0.02% | 2025-12-31 |
| 91 | World Investment Advisors | 19,095 | $318.3K | 0.05% | 2025-12-31 |
| 92 | Simplicity Wealth,LLC | 10,436 | $318.2K | 0.02% | 2025-12-31 |
| 93 | JSF Financial, LLC | 10,215 | $311.4K | 0.02% | 2025-12-31 |
| 94 | Fearless Solutions, LLC dba Best Invest | 10,119 | $308.5K | 0.02% | 2025-12-31 |
| 95 | Creative Planning | 9,889 | $301.5K | 0.02% | 2025-12-31 |
| 96 | OneAscent Financial Services LLC | 9,505 | $289.8K | 0.02% | 2025-12-31 |
| 97 | DAVENPORT & Co LLC | 9,391 | $286.3K | 0.02% | 2025-12-31 |
| 98 | Triune Financial Partners, LLC | 9,096 | $282.8K | 0.02% | 2025-12-31 |
| 99 | Transamerica Financial Advisors, LLC | 8,766 | $267.3K | 0.02% | 2025-12-31 |
| 100 | Global Retirement Partners, LLC | 8,456 | $257.8K | 0.02% | 2025-12-31 |
| 101 | J.W. COLE ADVISORS, INC. | 7,983 | $243.4K | 0.02% | 2025-12-31 |
| 102 | SITTNER & NELSON, LLC | 7,240 | $228.8K | 0.01% | 2025-12-31 |
| 103 | DAYMARK WEALTH PARTNERS, LLC | 7,245 | $220.9K | 0.01% | 2025-12-31 |
| 104 | CONTINENTAL INVESTORS SERVICES, INC. | 6,921 | $213.7K | 0.01% | 2025-12-31 |
| 105 | MARSHALL INVESTMENT MANAGEMENT, LLC | 7,445 | $212.9K | 0.02% | 2025-06-30 |
| 106 | KESTRA PRIVATE WEALTH SERVICES, LLC | 7,785 | $211.1K | 0.02% | 2025-03-31 |
| 107 | Stratos Wealth Advisors, LLC | 6,817 | $207.9K | 0.01% | 2025-12-31 |
| 108 | Orion Portfolio Solutions, LLC | 7,639 | $207.1K | 0.02% | 2025-03-31 |
| 109 | Birchwood Financial Partners, Inc. | 6,766 | $206.3K | 0.01% | 2025-12-31 |
| 110 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6,745 | $205.7K | 0.01% | 2025-12-31 |
| 111 | NewEdge Advisors, LLC | 5,921 | $180.5K | 0.01% | 2025-12-31 |
| 112 | Smartleaf Asset Management LLC | 5,017 | $153.9K | 0.01% | 2025-12-31 |
| 113 | PRIVATE TRUST CO NA | 3,253 | $99.2K | 0.00% | 2025-12-31 |
| 114 | EverSource Wealth Advisors, LLC | 1,613 | $49.2K | 0.00% | 2025-12-31 |
| 115 | NBC SECURITIES, INC. | 1,450 | $44.2K | 0.00% | 2025-12-31 |
| 116 | ORG Partners LLC | 1,215 | $37.0K | 0.00% | 2025-12-31 |
| 117 | Sunbelt Securities, Inc. | 1,000 | $30.5K | 0.00% | 2025-12-31 |
| 118 | Geneos Wealth Management Inc. | 912 | $27.8K | 0.00% | 2025-12-31 |
| 119 | IFP Advisors, Inc | 874 | $26.3K | 0.00% | 2025-12-31 |
| 120 | AMERIFLEX GROUP, INC. | 700 | $21.3K | 0.00% | 2025-12-31 |
| 121 | COMERICA BANK | 635 | $19.4K | 0.00% | 2025-12-31 |
| 122 | Rockefeller Capital Management L.P. | 600 | $18.3K | 0.00% | 2025-12-31 |
| 123 | GPS Wealth Strategies Group, LLC | 506 | $15.2K | 0.00% | 2025-09-30 |
| 124 | Mascagni Wealth Management, Inc. | 567 | $15.0K | 0.00% | 2025-03-31 |
| 125 | Farther Finance Advisors, LLC | 478 | $14.6K | 0.00% | 2025-12-31 |
| 126 | FinTrust Capital Advisors, LLC | 374 | $10.2K | 0.00% | 2024-09-30 |
| 127 | Cambridge Investment Research Advisors, Inc. | 320,279 | $9.8K | 0.88% | 2025-12-31 |
| 128 | JPMORGAN CHASE & CO | 313 | $9.5K | 0.00% | 2025-12-31 |
| 129 | CREATIVE FINANCIAL DESIGNS INC /ADV | 250 | $7.6K | 0.00% | 2025-12-31 |
| 130 | MORGAN STANLEY | 213 | $6.5K | 0.00% | 2025-12-31 |
| 131 | Arax Advisory Partners | 150 | $4.6K | 0.00% | 2025-12-31 |
| 132 | UBS Group AG | 150 | $4.5K | 0.00% | 2025-09-30 |
| 133 | Janney Montgomery Scott LLC | 143,502 | $4.4K | 0.39% | 2025-12-31 |
| 134 | Rossby Financial, LCC | 79 | $2.4K | 0.00% | 2025-12-31 |
| 135 | FLOW TRADERS U.S. LLC | 76,623 | $2.3K | 0.21% | 2025-09-30 |
| 136 | Virtu Financial LLC | 81,224 | $2.2K | 0.22% | 2025-03-31 |
| 137 | NATIXIS ADVISORS, LLC | 12,070 | $368 | 0.03% | 2025-12-31 |
| 138 | WEDBUSH SECURITIES INC | 9,216 | $281 | 0.02% | 2025-12-31 |
| 139 | Capital Analysts, LLC | 8,517 | $260 | 0.02% | 2025-12-31 |
| 140 | FMR LLC | 2 | $61 | 0.00% | 2025-12-31 |
| 141 | CWM, LLC | 31 | $1 | 0.00% | 2025-12-31 |
| 142 | CX Institutional | 43 | $1 | 0.00% | 2025-12-31 |
| 143 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |